Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Kavin Shukla

Roslyn Heights,USA

Summary

Results-driven analyst with a proven track record at Robinhood, excelling in financial analysis and SQL programming. Successfully closed multiple high-value deals, and contributed to data-driven decision-making through advanced financial modeling and product analysis. Proficient in data visualization and contract analysis, demonstrating strong analytical skills and effective communication in fast-paced, collaborative environments.

Overview

4
4
years of professional experience

Work History

Analyst

Robinhood
Denver, USA
05.2025 - Current

Intern

Premium Merchant Funding
New York, USA
05.2024 - 12.2024
  • Currently working in the SBA/MCA division
  • Analyze Business Bank statements, tax returns, month-to-dates, income statements
  • Write contracts and offer letters based on various calculations necessary depending on the product offered on a daily basis
  • Learnt and implemented all 24 different financial products offered at the company
  • Have brought in dozens of clients, Coordinated and Closed 5+ deals, highest valuing at 250k
  • Planning on working for the coming months

Wealth Management Intern

Wells Fargo Advisors
Rochester, USA
01.2024 - 05.2024
  • Assisted with portfolio documentation, financial reporting, and account maintenance for high-net-worth clients.
  • Conducted market and economic research to support investment planning and asset allocation strategies.
  • Helped prepare client-ready materials, and gained exposure to retirement planning, risk tolerance assessment, and wealth preservation techniques.
  • Supported day-to-day operations within a wealth advisory team, enhancing the understanding of personalized financial solutions.

Intern

Aflac
Garden City, USA
05.2023 - 08.2023
  • Completed licensing and training in insurance products, compliance, and sales strategy
  • Conducted market research to support outreach and client targeting
  • Contributed to business development efforts, helping close multiple client deals

Wealth Management Intern

Raymond James
Garden City, USA
05.2022 - 08.2022
  • Conducted research and analysis on equities, bonds, and mutual funds to support client investment strategies
  • Summarized key market events and economic trends for advisor briefings
  • Managed and organized client financial documents, including tax returns and account statements
  • Gained exposure to portfolio management and financial planning concepts in a wealth management setting

Products Manager

Ripple Health
Roslyn, USA
06.2021 - 08.2022

Education

Majors: Finance and Statistics. Minor in Spanish

University of Rochester
New York
05.2026

Skills

  • Financial analysis
  • SQL programming
  • Excel proficiency
  • Statistical modeling
  • Data processing
  • Trend analysis
  • Data visualization tools
  • Contract analysis
  • Predictive analytics

Languages

Bilingual/Fluent in English and Gujarati

Novice in Spanish and Hindi

Timeline

Analyst

Robinhood
05.2025 - Current

Intern

Premium Merchant Funding
05.2024 - 12.2024

Wealth Management Intern

Wells Fargo Advisors
01.2024 - 05.2024

Intern

Aflac
05.2023 - 08.2023

Wealth Management Intern

Raymond James
05.2022 - 08.2022

Products Manager

Ripple Health
06.2021 - 08.2022

Majors: Finance and Statistics. Minor in Spanish

University of Rochester

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